Meridian Investments, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Vienna, Virginia
CRD number
13225
Registered since
March 23, 1983

Firm profile

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Overview

Meridian Investments, Inc. is a corporation that has been SEC-registered since 1983 and is owned by an individual. Public records list the firm's internal classification as unclassified and identify it as a single-state operation rather than a multi-state adviser. The dataset flags Meridian as not serving as a capital allocator and not participating as an active ESG investor; it is likewise not identified as a pension consultant or a related adviser. Available source material supplies few details about Meridian's advisory model, client segments, fee schedule, or specific investment strategy. Because those elements are not documented in the record, there is no clear evidence about whether the firm manages discretionary portfolios, uses model or third‑party managers, or provides wealth management services beyond basic advisory registration.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 13
  • Caroline Wisniewski

    Caroline Wisniewski

    FinOpCRD 1463513

  • John Casey

    John Casey

    Co-FounderCRD 731545

  • Roman Brilman

    Roman Brilman

    Executive Vice PresidentCRD 4250758

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8065 Leesburg Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth